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About the Account Options menu

Use the Account Options menu to update your account settings, set merchandising preferences, or remove your own Search&Promote account.

Configuring your account settings

Manage account settings such as the website name and address, time zone, and more. Or, view your account number.
To configure your account settings
  1. On the product menu, click Settings > Account Options > Account Settings .
  2. On the Account Settings page, set the options that you want.
    Option
    Description
    Web Site Name
    Required.
    A short name that is used to describe your website/account. This option is useful if you have multiple websites.
    Note: You must contact Technical Support to select one or more names that you want to use.
    Web Site Address
    Required.
    The URL address of your website. The address specified here is used as the main website entry point.
    Time Zone (for reports and scheduling)
    The time zone that is used for reports and publish operations.
    Validate Template Tag Attributes on Save
    Validates all attributes in <guided-*> and <search-*> when you save a template in the Staged Template Editor.
    Validate Template References to GS Objects on Save
    Checks the existence of Guided Search objects, such as menus, facets, breadcrumbs, custom vars, and templates, that are referred to in <guided-*> tags.
    Enforce stringent template syntax checking
    Makes the template validator more strict and enables the checking of things such as unbalanced quotes and <> symbols.
    Account Number
    You cannot edit the account number. It is for display purposes only.
  3. Click Save Changes .

Configuring integration with Adobe CQ5

You can configure the integration of site search/merchandising with Adobe CQ5.
To configure integration with Adobe CQ5
  1. Obtain your Member ID and Account ID by doing the following:
    • Login to your site search/merchandising account.
    • In the URL path, copy the member ID and the account ID.
      For example, if the URL path to your account were https://searchandpromote.mycompany.com/px/home/?sp_id=00123a4b-sp1234a5b6 , the member ID would be 00123a4b and the account ID would be sp1234a5b6 .
  2. In Adobe CQ5, use the Cloud Services tab to create your site search/merchandising configuration.
    Use the copied Member ID and Account ID for the respective settings.

Configuring Merchandising preferences

Manage Merchandising preferences such as the default rule builder and default search term.
To configure Merchandising preferences
  1. On the product menu, click Settings > Account Options > Merchandising Preferences .
  2. On the Merchandising Preferences page, set the options that you want.
    Option
    Description
    Trigger Group Dominant Threshold
    The threshold percentage to apply to "group dominant" results-based triggers that specify "use account default".
    Changing this setting can immediately effect live searches, therefore use with caution.
    Group Definition
    The number of results in a group for the merchandising console. The maximum is 50,000.
    'Merchandising Document ID' (MDI) field
    The field you specify must "uniquify" the search results that you want to manipulate by way of 'single result' results-based triggers and actions.
    Using the pre-defined URL field works in some cases, but is not recommended. A user-defined meta field with a unique ID for every page (like SKU or product_id for example) would be much more efficient than using the URL field. Specifying 'none' disables 'single result' results-based triggers & actions in the rules manager. Changing this option only applies to rules that are saved going forward; existing rules continue to use the MDI with which they were originally saved.
    Default VRB (Visual Rule Builder) search term
    Lets you customize the initial search term that is used in Visual Rule Builder.
    VRB Default Search
    This setting lets you set what default search is initially selected in Visual Rule Builder.
    This setting is only relevant for implementation with multiple searches. The VRB lets you select what search the trigger or action that the defined group applies to.
    VRB / Simulator Timeout
    The VRB and Simulator sends searches through a proxy server which are slower than your production search. Under certain circumstances, such as slow loading assets, the VRB or simulator can timeout. You can increase, or decrease, the number of seconds that the user interface must wait before it stops. You seldom need to increase this setting from the default of 60.
  3. Click Save Changes .

Configuring access to your Adobe Dynamic Media Classic account

Link your site search/merchandising account to Adobe Dynamic Media Classic so you can easily add banner ads to your website using uploaded digital assets from Adobe Scene7.
To configure access to your Adobe Dynamic Media Classic account
  1. On the product menu, click Settings > Account Options > Scene7 Configuration .
  2. On the Scene7 Configuration page, set the options that you want.
    Option
    Description
    Region
    Required. Identifies the region of the world where your Dynamic Media Classic account accesses the various Dynamic Media Classic servers.
    Default Company
    Identifies the name of the company that is associated with your Dynamic Media Classic account.
    Email
    Required. Identifies your email address that is used for Dynamic Media Classic sign-in and communications.
    Password
    Required. Your Dynamic Media Classic sign-in password.
    Enabled
    Enables all the Dynamic Media Classic controls within site search/merchandising.
    Test
    Verifies that your Dynamic Media Classic region name, email address, and password details are correct.
  3. (Optional) Click Test to verify that your Dynamic Media Classic region name, email address, and password details are correct.
  4. Click Save Changes .

Configuring Adobe Analytics Redirector

If you use Adobe Analytics for tracking site visitors, you can use Adobe Analytics Redirector in site search/merchandising to track all HTTP redirects with Adobe Analytics.
To configure Adobe Analytics Redirector
  1. On the product menu, click Settings > Account Options > Adobe Analytics Redirector .
  2. On the Adobe Analytics Redirector page, set the options that you want.
    Option
    Description
    Turn on Adobe Analytics Redirector feature
    Turns on tracking HTTP redirects with Adobe Analytics.
    Tracking Server
    Identifies your Adobe Analytics tracking server name.
    To find out the tracking server name,
    1. In Adobe Analytics, click Admin > Admin Console > Code Manager .
    2. In the Options group box, select a report suite from the respective drop-down list.
    3. Click Generate Code .
    4. On the Code Manager page, click the Core Javascript File tab .
    5. In Config Section , find line the looks like the following:
      s.trackingServer="yourcompany.122.2o7.net"
      The tracking server name, in this case, is "yourcompany.122.2o7.net"
    Report Suite ID
    Identifies your report suite ID.
    To find out your report suite ID,
    1. In Adobe Analytics, click Admin > Admin Console > Report Suites .
    2. Look at Report Suite Id column in the table to find the ID.
    Custom Parameters
    Lets you add custom parameters to the Adobe Analytics redirect URL.
    Set the case of all custom values to
    Lets you standardize on the casing that is used for any custom parameter values that you specified above. Adobe Analytics is case-sensitive so there is a reason to unify the case of values.
  3. Click Save Changes .
  4. (Optional) Rebuild your staged site index if you want to preview the results.
  5. (Optional) On the Adobe Analytics Redirector page, do any of the following:

Configuring root files

Manage root files in the root folder of your website.
To configure root files
  1. On the product menu, click Settings > Account Options > Root Files .
  2. On the Root Files page, browse to the root files you want to upload.
    Root file
    Description
    favicon.ico
    The icon of the site. Usually it is shown in the address bar of the customer's browser.
    robots.txt
    Allows or disallows bots to access certain parts of the website.
    sitemap.xml
    The XML file with a list of all pages that are available on the website.
    crossdomain.xml
    Allows or disallows Flash Player to access files across domains.
  3. Click Save Changes .
  4. (Optional) Rebuild your staged site index if you want to preview the results.
  5. (Optional) On the Root Files page, do any of the following:

Transferring account ownership to another account user

As an account owner, if you intend to cancel your login, you have to first transfer ownership to another active account user. You can use Transfer Ownership to accomplish this task.
You can transfer ownership to any existing site search/merchandising account user.
When transfer of ownership is complete, the new account owner receives an e-mail notification, and the former owner is relieved of the restrictions and responsibilities of that position.
There can only be one owner per account. If you transfer your ownership to another user, you no longer have ownership privileges.
To transfer account ownership to another account
  1. On the product menu, click Settings > Account Options > Transfer Ownership .
  2. On the Transfer Ownership page, click the user whom you want to take ownership of your account.
  3. Click Transfer .

Removing an account

You can remove an account entirely from site search/merchandising. When you do so, you and any other users of your account no longer have access to it.
When you remove your account, it can no longer be used to index or search your live site. Also,
To allow others users to continue using this account, you can transfer ownership to a different user and then remove yourself as a user of the account.
If you have other accounts, after you remove the current account, you are taken to the first account that is listed in your login.
To remove an account
  1. On the product menu, click Settings > Account Options > Remove Account .
  2. (Optional) In the Reason for Removal field, enter a reason for the account removal.
  3. Click Remove Account .

Removing yourself from an account

You can remove yourself from a site search/merchandising account.
When you remove yourself from an account, you can no longer access it and you cannot edit account settings or index your site with it.
To regain access to the account, ask a current account user to reinstate you.
To remove yourself from an account
  1. On the product menu, click Settings > Account Options > Remove Yourself .
  2. Click Remove Yourself .